Method CRM
5.9/10Customizable web-based CRM built around two-way QuickBooks Online and Desktop sync, for small businesses that manage leads, quotes, invoices and jobs.
Data last updated November 2026 · Our methodology
Overview
Method CRM is a web-based CRM from Toronto-based Method Integration, built mainly for businesses that run their accounting in QuickBooks. Its main selling point is a real-time, two-way sync with both QuickBooks Online and QuickBooks Desktop. Customer, estimate, invoice and payment data stay aligned with the accounting file without a separate connector. On top of the sync, Method offers lead management, a sales pipeline, estimates and proposals, invoicing with Method Pay, customer self-service portals, email campaigns, and workflow automation aimed at a lead-to-cash process. It also has work orders, scheduling and dispatching, and a mobile app. Pricing is per user per month: Quick Start at $35, Pro at $59 and Enterprise at $97. Annual prepay saves 10 percent, and a Multi-entity edition for franchises is quoted by sales. Each user can be on a different plan, and there is a 10-day free trial with no credit card. Integrations cover Gmail, Outlook, Google Calendar, payment gateways and Zapier. Method suits QuickBooks-centric small service businesses and contractors that want CRM and billing in one place. The main drawback, according to reviewers, is the effort needed to set up and customize the system. Syncing is also more limited on QuickBooks Online than on Desktop, and implementation can add cost beyond the user fees.
Our Rating
Who Method CRM is best for
Good fit
It is built for QuickBooks-based small businesses, with plans starting at $35 per user.
- Construction7/10
The notes name contractors as a target, and the product has estimates, work orders, scheduling and dispatching.
Less suited
Real-time two-way sync with QuickBooks Online and Desktop keeps customer, invoice and payment data in line with the accounting file.
Estimates, invoicing, time tracking and client portals suit service firms.
- Field Teams6/10
Work orders, scheduling, dispatching and a mobile app support crews working on site.
Invoicing, Method Pay and the QuickBooks sync cover the lead-to-cash process.
Lead management and a pipeline are included, but the full pipeline features are only in Enterprise.
- Mid-Market5/10
Multi-entity and Enterprise editions exist, but the product is centred on QuickBooks.
The 35 USD per-user Quick Start plan is cheap, but the product is built for small business teams.
It is aimed at QuickBooks-centric small businesses, although there is a Multi-entity edition for franchises.
Pros & Cons
Pros
- Reviewers repeatedly call its two-way QuickBooks Desktop sync best in class.
- It is highly customizable, and workflows can be changed without breaking the QuickBooks connection.
- Plans can be mixed per user, so lighter users can stay on the $35 Quick Start plan.
- Customer portals, estimates, invoicing and Method Pay cover the whole lead-to-cash process in one tool.
Cons
- Syncing is more limited with QuickBooks Online than with Desktop.
- Reviewers describe setup and customization as time-consuming, with a learning curve.
- Implementation and customization services can raise the total cost above the per-user fees.
- Some reviewers report slow syncs and uneven support responsiveness.
Key Features
Method CRM Pricing
CRM Quick Start
or $378/user/year (save 10%)
- Reports
- Integrations
- Customization
- Lead management
- QuickBooks two-way sync
- Partial online portals and communication tools
CRM Pro
or $637/user/year (save 10%)
- Full online portals
- Partial sales pipeline
- Everything in Quick Start
- Partial financial management
CRM Enterprise
or $1,048/user/year (save 10%)
- Everything in Pro
- Full sales pipeline
- Full financial management
- Full communication and productivity tools
CRM Multi-entity
- Contact sales
- For franchises and multi-location businesses
Frequently Asked Questions
Yes. The trial lasts 10 days, needs no credit card, and starts on Pro features. Enterprise features can be added during the trial.
Annual prepay gives a 10 percent discount. You can switch to monthly billing within 30 days without penalty. After that, early cancellation is not refunded.
Yes. Each user can be assigned their own plan. Upgrades take effect immediately, and downgrades apply at the end of the billing cycle.
It supports both QuickBooks Online and QuickBooks Desktop with two-way sync. Reviewers note that the Online sync is more limited.
It connects to Gmail, Outlook, Google Calendar and payment gateways, and to other apps through Zapier.
Prices are in USD, except for Canadian customers, who are billed in CAD.
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